Belpointe Asset Management LLC - SPDR SER TR ownership

SPDR SER TR's ticker is BIL and the CUSIP is 78468R663. A total of 461 filers reported holding SPDR SER TR in Q1 2022. The put-call ratio across all filers is 0.53 and the average weighting 1.0%.

Quarter-by-quarter ownership
Belpointe Asset Management LLC ownership history of SPDR SER TR
ValueSharesWeighting
Q3 2023$9,029,307
+5.2%
98,336
+5.2%
0.94%
+3.0%
Q2 2023$8,582,212
-65.4%
93,467
-65.4%
0.91%
-32.2%
Q1 2023$24,819,072
-21.5%
270,302
-21.8%
1.34%
-29.9%
Q4 2022$31,626,651
+69.4%
345,760
+69.6%
1.91%
+51.4%
Q3 2022$18,673,000
+232.4%
203,854
+232.0%
1.26%
+234.7%
Q2 2022$5,618,000
+25.2%
61,400
+25.1%
0.38%
+38.6%
Q1 2022$4,486,000
+346.8%
49,071
+346.9%
0.27%
+331.7%
Q4 2021$1,004,000
-25.0%
10,980
-25.0%
0.06%
-30.8%
Q3 2021$1,338,000
-27.6%
14,638
-27.6%
0.09%
-31.6%
Q2 2021$1,849,000
+2.6%
20,217
+2.7%
0.13%
-13.6%
Q1 2021$1,802,000
+40.7%
19,694
+40.7%
0.15%
+33.9%
Q4 2020$1,281,000
-83.7%
13,996
-83.6%
0.12%
-78.4%
Q3 2020$7,837,000
+69.4%
85,569
+69.3%
0.53%
-11.0%
Q2 2020$4,626,000
-10.1%
50,548
-10.0%
0.60%
-33.5%
Q1 2020$5,147,000
+6.4%
56,180
+6.2%
0.90%
+46.7%
Q4 2019$4,837,000
+8.0%
52,898
+8.2%
0.61%
-15.2%
Q3 2019$4,477,000
+3.6%
48,886
+3.7%
0.72%
-14.8%
Q2 2019$4,320,000
-28.7%
47,154
-60.1%
0.85%
-28.1%
Q1 2019$6,059,000
+126.8%
118,288
+304.9%
1.18%
+74.7%
Q4 2018$2,672,000
-16.9%
29,217
-16.8%
0.68%
+33.0%
Q3 2018$3,217,00035,1260.51%
Other shareholders
SPDR SER TR shareholders Q1 2022
NameSharesValueWeighting ↓
St. Louis Financial Planners Asset Management, LLC 913,362$83,545,26866.87%
Second Half Financial Partners, LLC 1,100,976$101,091,62950.35%
Constant Guidance Financial LLC 383,711$35,088,46846.33%
Fortis Group Advisors, LLC 959,274$88,080,57727.00%
Lake Hills Wealth Management, LLC 283,066$25,991,12026.30%
Impact Partnership Wealth, LLC 900,539$82,687,46225.73%
Cypress Capital, LLC 826,581$75,896,67723.29%
SYKON CAPITAL LLC 563,865$51,774,08422.17%
Spartan Planning & Wealth Management 196,662$18,057,50521.16%
UDINE WEALTH MANAGEMENT, INC. 226,895$20,833,49920.15%
View complete list of SPDR SER TR shareholders